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Financial Advisor Associate - Edmonton
Company | ATB Financial |
Address | Edmonton, Alberta, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking |
Expires | 2023-08-30 |
Posted at | 9 months ago |
Our bottom line is different.
- Responds to client questions or concerns regarding investment products, processing procedures, fees and charges, and settlement expectations.
- Ensures all trading activities are processed in accordance with client requests and resolves any issues raised.
- Maintains a strong understanding of investment related regulations, sales processes, policies & procedures, and compliance requirements.
- Manages Financial Advisor's client bookings through proactive scheduling of annual reviews and prospect meetings and advance preparation of materials for scheduled meetings.
- Follows best practices in maintaining up to date client information and record keeping. Ensures post-meeting notes and future action plans are updated and captured within Salesforce.
- Monitors upcoming investment maturities through a diary system and pro-actively initiates renewal steps with clients.
- The ideal candidate will be IIROC Registered as an Investment Representative, have experience supporting a wealth professional and a superstar with G-suite tools and other wealth management systems.
- Maintains a high level of quality service by ensuring the efficient preparation and fulfillment of all client account and transactional information requests and provides follow up service in a timely manner.
- Contacts and meets with clients to coordinate the sign off of investment documents, opens additional accounts, and answers any questions raised.
- Organizes and attends client hosting events by planning all event management activities to ensure a successful & value-add affair.
- Acts as the first point of contact for clients and strives to execute client requests with minimal to no FA involvement, as appropriate. Determines which requests require investment advice and communicates these effectively to the Financial Advisor.
- CSI 30-day Online Training Course
- Some post secondary education preferred or previous industry related experience would be an asset
- Good working knowledge of wealth management solutions, sales processes, policies, and procedures
- Ability to oversee all administrative aspects of client investment accounts
- Conduct & Practices Handbook
- Strong working knowledge of G-suite and computer skills
- Proven experience in prospecting and networking in previous roles is an asset
- The ability to (or working towards) IIROC Registered as an Investment Representative with completion of the Canadian Securities Course at a minimum. Completion of the below certifications are an asset:
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